Join Our Team as a Sales Administrator! Location: Richmond upon Thames, Greater London Contract Type: Permanent Salary: Circa 22,000 pro rata (flexible depending on experience) Hours: Approx. 10:00am - 3:00pm (5 hours per day + 1-hour lunch) Are you an organised and proactive individual looking for an exciting opportunity within a small, well-established manufacturing and production business? If so, we want YOU to join our dynamic team as a Sales Administrator! About the Role: In this multifaceted position, you will play a crucial role in supporting daily operations and ensuring everything runs smoothly. From sales administration to purchasing coordination and logistics, your contributions will be invaluable to our close-knit team. If you thrive in a quieter office environment and enjoy managing your own workload, this is the perfect opportunity for you! Key Responsibilities: Sales Administration: Accurately process sales orders using internal systems Prepare and issue customer quotations Raise invoices and ensure the accuracy of information Act as a key point of contact for customer inquiries via phone and email Maintain strong relationships with both UK-based and international customers Purchasing & Supplier Coordination: Enter and manage purchase orders Liaise with suppliers, including those from Europe, to track orders and deliveries Check and authorise supplier invoices Logistics & Operations: Arrange transport to and from a third-party warehouse Coordinate stock movements and support stock control processes Submit import declaration details to customs agents Liaise with external warehouse providers Attend occasional stock takes (about three times a year) General Administration: Provide cover for colleagues during holidays or sickness Handle general admin tasks, incoming calls, and correspondence Support the smooth day-to-day running of the office Systems & Tools: ERP system (e.g., Sage 200 or similar) Microsoft Excel and Word Key Skills & Experience: Previous experience in a Sales Administration or Order Processing role is desirable Strong organisational skills with the ability to prioritise workload independently Excellent verbal and written communication skills Confident liaising with customers and suppliers, including internationally Good numerical ability, including basic calculations and unit/currency conversions Strong attention to detail and accuracy Proficient in Microsoft Excel; experience with ERP systems preferred Personal Attributes: Proactive, self-motivated, and able to take initiative Friendly, professional, and approachable Reliable with strong timekeeping Comfortable working in a small, quiet office setting Calm and efficient under pressure Additional Information: Some negotiation with suppliers/customers may be involved (no cold calling or hard selling required) Two-stage, in-person interview process If you're ready to take on this rewarding role and contribute to a thriving organisation, we'd love to hear from you! Apply today and embark on your next professional adventure! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 15, 2026
Full time
Join Our Team as a Sales Administrator! Location: Richmond upon Thames, Greater London Contract Type: Permanent Salary: Circa 22,000 pro rata (flexible depending on experience) Hours: Approx. 10:00am - 3:00pm (5 hours per day + 1-hour lunch) Are you an organised and proactive individual looking for an exciting opportunity within a small, well-established manufacturing and production business? If so, we want YOU to join our dynamic team as a Sales Administrator! About the Role: In this multifaceted position, you will play a crucial role in supporting daily operations and ensuring everything runs smoothly. From sales administration to purchasing coordination and logistics, your contributions will be invaluable to our close-knit team. If you thrive in a quieter office environment and enjoy managing your own workload, this is the perfect opportunity for you! Key Responsibilities: Sales Administration: Accurately process sales orders using internal systems Prepare and issue customer quotations Raise invoices and ensure the accuracy of information Act as a key point of contact for customer inquiries via phone and email Maintain strong relationships with both UK-based and international customers Purchasing & Supplier Coordination: Enter and manage purchase orders Liaise with suppliers, including those from Europe, to track orders and deliveries Check and authorise supplier invoices Logistics & Operations: Arrange transport to and from a third-party warehouse Coordinate stock movements and support stock control processes Submit import declaration details to customs agents Liaise with external warehouse providers Attend occasional stock takes (about three times a year) General Administration: Provide cover for colleagues during holidays or sickness Handle general admin tasks, incoming calls, and correspondence Support the smooth day-to-day running of the office Systems & Tools: ERP system (e.g., Sage 200 or similar) Microsoft Excel and Word Key Skills & Experience: Previous experience in a Sales Administration or Order Processing role is desirable Strong organisational skills with the ability to prioritise workload independently Excellent verbal and written communication skills Confident liaising with customers and suppliers, including internationally Good numerical ability, including basic calculations and unit/currency conversions Strong attention to detail and accuracy Proficient in Microsoft Excel; experience with ERP systems preferred Personal Attributes: Proactive, self-motivated, and able to take initiative Friendly, professional, and approachable Reliable with strong timekeeping Comfortable working in a small, quiet office setting Calm and efficient under pressure Additional Information: Some negotiation with suppliers/customers may be involved (no cold calling or hard selling required) Two-stage, in-person interview process If you're ready to take on this rewarding role and contribute to a thriving organisation, we'd love to hear from you! Apply today and embark on your next professional adventure! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.
Jun 15, 2026
Full time
We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Jun 15, 2026
Full time
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner
Jun 15, 2026
Full time
Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner
A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team environment Clear progression opportunities If you're dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment. Please send your CV to Ursula at Financial Divisions
Jun 15, 2026
Full time
A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team environment Clear progression opportunities If you're dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment. Please send your CV to Ursula at Financial Divisions
Financial Planning Administrator Up to £35,000 + Benefits + Annual Bonus Boutique IFA Firm Hybrid Working (9/10 Days WFH) An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a thriving boutique firm of Independent Financial Planners that has enjoyed exceptional growth since launching less than five years ago. Built on a reputation for outstanding service, meaningful lifelong client relationships and genuinely listening to clients to deliver real value , the firm has already grown to a close-knit team of five and now manages over £140M of Funds Under Management . Due to continued success, they are looking to make an additional hire and are seeking someone who shares their values, commitment to excellence and long-term mindset. This is a fantastic opportunity for an experienced administrator who enjoys working within a high-quality, client-centric planning environment where relationships matter more than volume. The Opportunity Working closely with advisers and the wider team, you will play a key role in supporting the delivery of first-class financial planning services to private clients. Responsibilities will include: Processing new business for new and existing clients Managing cases and pipelines through to completion Preparing client valuations, reports and meeting documentation Obtaining illustrations, quotations, fund information and provider data Liaising with clients, providers and third parties Maintaining accurate CRM records and compliant client files Supporting advisers with ongoing servicing and administrative requirements Delivering a professional, proactive and high-touch client experience throughout the advice journey The successful candidate will bring: A minimum of 3 years' experience within private client financial planning / wealth management Strong understanding of financial planning administration processes and provider interaction Excellent organisational skills and exceptional attention to detail Strong communication skills and a genuine passion for delivering outstanding client service A proactive, collaborative and solutions-focused approach Demonstrable stability and longevity in previous roles , as this is a long-term hire where cultural fit and commitment are highly valued Most importantly, you will be someone who believes in building trusted relationships, takes pride in delivering exceptional service and wants to be part of a growing boutique firm where quality, integrity and client outcomes come first. Why Apply? Salary up to £35,000 depending on experience Annual performance bonus Comprehensive benefits package Outstanding flexibility with 9 out of 10 days working from home Join a successful and ambitious boutique IFA practice during an exciting growth phase Be part of a small, collaborative and genuinely supportive team Work within a firm that prioritises meaningful client relationships over transactional advice Exposure to high-quality financial planning work and rewarding client cases Genuine long-term career opportunity with a business that values loyalty, contribution and professional development If you're an experienced Financial Planning Administrator seeking a role where your work genuinely matters, and where you can build a long-term future within a successful, values-driven boutique planning firm, we would love to hear from you. Applications handled in the strictest confidence.
Jun 14, 2026
Full time
Financial Planning Administrator Up to £35,000 + Benefits + Annual Bonus Boutique IFA Firm Hybrid Working (9/10 Days WFH) An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a thriving boutique firm of Independent Financial Planners that has enjoyed exceptional growth since launching less than five years ago. Built on a reputation for outstanding service, meaningful lifelong client relationships and genuinely listening to clients to deliver real value , the firm has already grown to a close-knit team of five and now manages over £140M of Funds Under Management . Due to continued success, they are looking to make an additional hire and are seeking someone who shares their values, commitment to excellence and long-term mindset. This is a fantastic opportunity for an experienced administrator who enjoys working within a high-quality, client-centric planning environment where relationships matter more than volume. The Opportunity Working closely with advisers and the wider team, you will play a key role in supporting the delivery of first-class financial planning services to private clients. Responsibilities will include: Processing new business for new and existing clients Managing cases and pipelines through to completion Preparing client valuations, reports and meeting documentation Obtaining illustrations, quotations, fund information and provider data Liaising with clients, providers and third parties Maintaining accurate CRM records and compliant client files Supporting advisers with ongoing servicing and administrative requirements Delivering a professional, proactive and high-touch client experience throughout the advice journey The successful candidate will bring: A minimum of 3 years' experience within private client financial planning / wealth management Strong understanding of financial planning administration processes and provider interaction Excellent organisational skills and exceptional attention to detail Strong communication skills and a genuine passion for delivering outstanding client service A proactive, collaborative and solutions-focused approach Demonstrable stability and longevity in previous roles , as this is a long-term hire where cultural fit and commitment are highly valued Most importantly, you will be someone who believes in building trusted relationships, takes pride in delivering exceptional service and wants to be part of a growing boutique firm where quality, integrity and client outcomes come first. Why Apply? Salary up to £35,000 depending on experience Annual performance bonus Comprehensive benefits package Outstanding flexibility with 9 out of 10 days working from home Join a successful and ambitious boutique IFA practice during an exciting growth phase Be part of a small, collaborative and genuinely supportive team Work within a firm that prioritises meaningful client relationships over transactional advice Exposure to high-quality financial planning work and rewarding client cases Genuine long-term career opportunity with a business that values loyalty, contribution and professional development If you're an experienced Financial Planning Administrator seeking a role where your work genuinely matters, and where you can build a long-term future within a successful, values-driven boutique planning firm, we would love to hear from you. Applications handled in the strictest confidence.
Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
Jun 14, 2026
Full time
Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions
Jun 14, 2026
Full time
Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks. This position involves working closely with one of my clients' advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential. This role has arisen out of a requirement for further adviser support. The key tasks of the Administrator/ Paraplanner include: You will update client records from fact finds and meeting notes You will process new business applications - to include preparation of illustrations and forms You will process the withdrawal of funds You will process fund switches/buys You will carry out the administration of existing plans You will provide client valuations and review letters You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable) You will carry out fund research using tools such as FE Analytics You will carry out risk profiling of clients You will complete suitability report preparation using templates Procedures for both new business and client reviews are well established and training will be provided. Key Skills Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential Experience of using Intelliflo is desirable You will possess a good knowledge of products and procedures You will be articulate, a good communicator and possess strong organisational skills You will possess the ability to work within an established team structure You will possess the ability to prioritise workload You will perform to a high standard in a sometimes pressurised environment, where necessary You will have excellent attention to detail Experience using Intelligent Office would be advantageous, my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity. Salary level: £20,280 -£29,200 depending on experience and hours worked This role is permanent and is fully office based Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year) Monday to Thursday 9am-5pm Group Pension membership following successful completion of probationary period
Jun 14, 2026
Full time
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks. This position involves working closely with one of my clients' advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential. This role has arisen out of a requirement for further adviser support. The key tasks of the Administrator/ Paraplanner include: You will update client records from fact finds and meeting notes You will process new business applications - to include preparation of illustrations and forms You will process the withdrawal of funds You will process fund switches/buys You will carry out the administration of existing plans You will provide client valuations and review letters You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable) You will carry out fund research using tools such as FE Analytics You will carry out risk profiling of clients You will complete suitability report preparation using templates Procedures for both new business and client reviews are well established and training will be provided. Key Skills Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential Experience of using Intelliflo is desirable You will possess a good knowledge of products and procedures You will be articulate, a good communicator and possess strong organisational skills You will possess the ability to work within an established team structure You will possess the ability to prioritise workload You will perform to a high standard in a sometimes pressurised environment, where necessary You will have excellent attention to detail Experience using Intelligent Office would be advantageous, my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity. Salary level: £20,280 -£29,200 depending on experience and hours worked This role is permanent and is fully office based Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year) Monday to Thursday 9am-5pm Group Pension membership following successful completion of probationary period
Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site
Jun 14, 2026
Full time
Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey click apply for full job details
Jun 14, 2026
Full time
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey click apply for full job details
A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.
Jun 14, 2026
Full time
A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 14, 2026
Full time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Jun 14, 2026
Full time
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Pensions Administrator Location: Liverpool City Centre Salary: Up to £30,000 DOE Full-time Permanent 8:30am - 5:30pm (flexible if required) Hybrid Industry: Financial Services/Defined Contributions Pensions We're currently recruiting for an experienced Pensions Administrator to join a well-established and growing business. This is a great opportunity to take full ownership of your own portfolio, managing cases from start to finish in a supportive, professional environment. The Role: You'll be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You'll be a key point of contact for clients, advisers, and internal teams, ensuring all work is completed accurately and in line with regulations. Benefits: 25 days holiday + bank holidays Annual bonus/OTE (7%) Private Medical Insurance (after qualifying period) Sick pay (after qualifying period) Key Responsibilities: Manage your own portfolio of pension clients from start to finish Act as the main contact for clients, IFAs, and internal teams Process all areas of SIPP administration, including: New business and transfers in Contributions and benefit crystallisations Transfers in and out Income payments (drawdown / UFPLS) Death benefit cases Ensure all work complies with FCA and HMRC regulations Keep client records accurate and up to date Identify and escalate any risks, issues, or complaints Support audits and help improve internal processes What We Are Looking For: Previous experience in pensions administration (essential) Good understanding of pensions legislation and FCA/HMRC rules Experience working with SIPP pensions Exposure to property investments within pensions would be a big advantage Strong attention to detail and ability to manage multiple cases Confident communicator with clients and advisers Desirable: Experience with SSAS pensions Working towards or completed qualifications (e.g. CII or PMI) Why Apply? Opportunity to take ownership of your own workload Supportive and collaborative team environment Scope to develop your knowledge and progress your career Work in a business that values accuracy, service, and professionalism
Jun 14, 2026
Full time
Pensions Administrator Location: Liverpool City Centre Salary: Up to £30,000 DOE Full-time Permanent 8:30am - 5:30pm (flexible if required) Hybrid Industry: Financial Services/Defined Contributions Pensions We're currently recruiting for an experienced Pensions Administrator to join a well-established and growing business. This is a great opportunity to take full ownership of your own portfolio, managing cases from start to finish in a supportive, professional environment. The Role: You'll be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You'll be a key point of contact for clients, advisers, and internal teams, ensuring all work is completed accurately and in line with regulations. Benefits: 25 days holiday + bank holidays Annual bonus/OTE (7%) Private Medical Insurance (after qualifying period) Sick pay (after qualifying period) Key Responsibilities: Manage your own portfolio of pension clients from start to finish Act as the main contact for clients, IFAs, and internal teams Process all areas of SIPP administration, including: New business and transfers in Contributions and benefit crystallisations Transfers in and out Income payments (drawdown / UFPLS) Death benefit cases Ensure all work complies with FCA and HMRC regulations Keep client records accurate and up to date Identify and escalate any risks, issues, or complaints Support audits and help improve internal processes What We Are Looking For: Previous experience in pensions administration (essential) Good understanding of pensions legislation and FCA/HMRC rules Experience working with SIPP pensions Exposure to property investments within pensions would be a big advantage Strong attention to detail and ability to manage multiple cases Confident communicator with clients and advisers Desirable: Experience with SSAS pensions Working towards or completed qualifications (e.g. CII or PMI) Why Apply? Opportunity to take ownership of your own workload Supportive and collaborative team environment Scope to develop your knowledge and progress your career Work in a business that values accuracy, service, and professionalism
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Jun 14, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
Jun 14, 2026
Full time
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
